PO Logs Using Excel

[Pages:3]PURCHASE ORDER LOGS USING EXCEL

The following Purchase Order Log is an Excel worksheet. It can be modified as needed.

Req # Date

Vendor

Description

For

Fund Func. Obj. Proj. Amount

PO # Received

Set Up the Worksheet

? Open the Purchase Order Excel spreadsheet.

? It is in Page Break View to make it easy to see exactly what will be printed.

? Anything within the blue lines will print.

? If you see a dashed blue line, it is the edge of the page.

? Simply place your cursor over the dashed blue line until the cursor becomes an arrow with two ends.

? Then left click and drag the line to the other side of the Received column so that the whole log will fit on one page.

? It will then look like the first picture ? one solid blue line.

Set Up the Header For Your School

? Click `File' ? `Page Setup' and the "Page Setup" box will appear.

? Click the `Header/Footer' tab at the top.

? Click `Custom Header'

? The "Header" box then appears.

? You will then be able to enter your school's information in the middle section.

? Click `OK' when finished to close the "Header" box.

? Click `OK' to close the "Page Setup" box.

Enter Information Into the Log

Req # 001 002 003 004 005 006 007 008 009 010 011 012 013 014 015 016 017 018 019

Date

Vendor

Description

07/20/04 Bank of America

See VISA Log

07/22/04 Nextel Partners

Cellular Phone Service

07/22/04 NoodleTools

Bibliography Service Renewal

07/23/04 Coastal Business ProductMaint - Risos and Copiers

07/29/04 Florida School Book Dep Science Chp Overview & FCAT

08/09/04 Sue Nicholson

Band Instruction - Gold Band

08/10/04 Florida School Book Dep Literature Books (8th) x 10

08/10/04 VIRCO

Tech Lab Chairs

08/11/04 Interstate Music Supply Jupiter Tuba

08/11/04 Brasswinds and WoodwinBaritone

08/12/04 Bank of America

See VISA Log

08/18/04 P & D Enterprises

Sprinkler Emergency Rep

08/23/04 Petty Cash

See Log

08/25/04 Florida School Book Dep Math Skills Workbook x 10

08/26/04 Dell Computers

External Drive

09/07/04 Dell Computers

Laser Printer (Thomas/Litch

09/10/04 Florida School Book Dep Math Skills Workbook x 10

09/10/04 Bank of America

See VISA Log

09/29/04 Florida School Book Dep Math Texts (Alg & Course 3

For

Fund Func. Obj. Proj. Amount

PO # Received

---

---

---

--- $ 2,348.29 50000001 07/24/04

1010 7900 0375

$ 599.88 50000002 07/27/04

1010 6200 0530

$ 200.00 50000003 09/02/04

1010 5100 0350

$ 5,100.00 50000004 07/28/04

1010 5100 0510 3105 $ 770.43 50000005 08/10/04

1010 5100 0310

$ 2,700.00 50000006 09/30/04

1010 5100 0520 3105 $ 540.00 50000007 08/20/04

1010 5100 0642

$ 2,180.02 50000008 12/01/04

1010 5100 0641

$ 1,598.00 50000009 08/17/04

1010 5100 0641

$ 1,193.99 50000010 08/17/04

---

---

---

--- $ 10,102.36 50000011 08/24/04

1010 7900 0350

$ 1,838.53 50000012 08/25/04

---

---

---

--- $ 441.21 50000013 08/27/04

1010 5200 0510

$ 79.80 50000014 08/26/04

1010 7300 0644

$ 81.79 50000015 09/10/04

1010 5100 0644 3150 $ 197.20 50000016 09/13/04

1010 5100 0510 3105 $ 79.80 50000017 11/04/04

---

---

---

--- $ 9,120.72 50000018 09/07/04

1010 5100 0510 3105 $ 1,030.50 50000019 10/04/04

? You will be able to find information easily by filtering or sorting your data. ? See FILTERING AND SORTING LISTS WITH EXCEL. ? Notice the highlighted purchase order in the above example. The funding is not included

because the details for the purchases may be found in the VISA Log.

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